Source Job

• Provide clear, kind, and empathetic answers to customer requests via email, chat, and phones.
• Understand core functions of assigned products and meet or exceed production targets set by manager.
• Contribute to documentation improvements by suggesting edits or additions, modeling company and team values.

Planning Center, established in 2006, supports over 90,000 churches worldwide, offering web and mobile products to facilitate communication, organization, and event coordination. Being an independent and debt-free company, they foster a remote work environment with tools like Asana, Slack, Notion, and Zoom, gathering thrice annually in Carlsbad, CA to strengthen team relations.

• Communicate with our members via phone and email, exhibiting care in every interaction
• Listen to our members, providing empathy and solutions to their unique needs
• Accurately document Member interactions and activity

Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help people move from struggling to thriving. They have over 3,000 employees in mostly hybrid and work-from-home roles across the United States.

• Answer customer calls and reply to email inquiries in a fast-paced environment.
• Act as a point of escalation for complex customer and process issues.
• Assist customers with navigating the Nutrafol website.

Nutrafol is a company that creates clinically tested products for hair growth and provide support for people at every step of their hair journey. They embrace individuality and differences, leading by example, and empowering themselves and others with their passion for wellness and innovation.

• Support customers (administrators, teachers, and families) across chat, email, and phone.
• Troubleshoot product and usage issues, using available resources to identify root causes.
• Communicate clear, accurate, and easy-to-follow instructions, ensuring customers can successfully take action

Brightwheel is the largest, fastest growing, and most loved platform in early education. They are trusted by millions of educators and families every day. The team is passionate, talented, and customer-focused, with remote employees across every US time zone, as well as select offices in the US and internationally.

• Manage high call volumes within tight deadlines
• De-escalate difficult situations with empathy, care, strong communication skills while maintaining calm and exemplifying Trupanion values
• Utilize multiple systems and tools to efficiently support our customers, ensuring a seamless member experience

Trupanion is a leading provider of medical insurance for cats and dogs in North America; their mission is to help loving, responsible pet owners budget and care for their pets. At Trupanion, they offer a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves.

• Provide phone, email, and text-based support to Roadie customers, partners, users, and other community members
• Proactively monitor in-progress deliveries and take corrective action when necessary
• Collaborate with team members from various Roadie departments to ensure seamless delivery experience

Roadie, a UPS company, is a leading logistics and delivery platform that helps businesses tackle the complexities of modern retail. With a network of more than 310,000 independent drivers nationwide, Roadie offers flexible delivery solutions that make complex logistics challenges easy.

• Answer incoming calls to assist customers and their employees with FMLA administration.
• Handle a high volume of calls and provide professional follow-up via phone and email.
• Maintain accurate documentation of leaves within the proprietary database.

ComPsych is a worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. For over 40 years, they have combined technology with human expertise to help individuals and their organizations thrive.

• Resolve patient and insurance issues via phone, correspondence, and walk-ins.
• Verify balances, process payments, and document account activity.
• Collaborate with team members for account resolution; handle mail and refunds.

Vail Health is the world’s most advanced mountain healthcare system. It consists of an updated 520,000-square-foot, 56-bed hospital providing exceptional care to patients with beautiful views in Vail.

• Provide empathetic, patient-centric support through phone, email, and in-app messaging.
• Act as a liaison between patients and providers, relaying critical information.
• Guide patients through scheduling, telehealth services, and general inquiries.

Allara Health is a women’s health provider specializing in longitudinal care. Trusted by over 60,000 women nationwide, they connect patients with multidisciplinary care teams focusing on hormonal, metabolic, and reproductive care.

• Support users across all current and future company products
• Communicate with users via email, App Store, and Google Play reviews
• Ensure every user has the best possible experience with our brand

Reface is a Ukrainian product company that creates mobile AI applications. In 5 years, our products have been downloaded over 300M times, reached #1 in the USA App Store, received Google Play’s Best App award, and attracted investment from Andreessen Horowitz.

• Create stellar interactions with customers by responding to tickets, chats, and phone calls.
• Delight customers by proactively managing returns, exchanges, and order fulfillment.
• Share customer feedback with teams to continuously improve workwear systems.

TRUEWERK believes craftsmanship is a mindset that should be applied to every endeavor. We value precision, discipline, and a commitment to excellence. Backed by a team of about 50 employees and a strong growth trajectory, they’re building a company – and a culture – grounded in performance, integrity, and continuous improvement.

• Tackle customer questions head-on with curiosity and enthusiasm — whether it’s over phone, chat, or email.
• Bring energy and empathy to every interaction, making customers feel heard, valued, and genuinely supported.
• Serve as the customer’s voice internally by documenting bugs and collaborating with our development team.

Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. They have grown from a single shop’s vision to the industry’s leading solution by staying true to their values.

• Act as a primary point of contact for customer inquiries across support channels.
• Troubleshoot and resolve first-line issues with accuracy, empathy, and efficiency.
• Own and manage escalated cases, including sensitive issues such as medical complaints, ensuring timely and appropriate resolution.

Roo's mission is to empower animal healthcare professionals with opportunities to earn more and achieve greater flexibility in their careers and personal lives. They have built the industry-leading veterinary staffing platform, connecting Veterinarians, Technicians, and Assistants with animal hospitals for relief work and hiring opportunities, with over 20,000 veterinary professionals in their network.

• Educate and support Trupanion customers who are requesting to cancel their policy by delivering exceptional service through inbound calls and email.
• De-escalate challenging situations with empathy and professionalism, using strong communication skills while embodying Trupanion’s core values.
• Consistently meet or exceed productivity and quality targets while adhering to 90% of scheduled shifts.

Trupanion is a leading provider of medical insurance for cats and dogs in North America. They offer a collaborative pet-friendly environment where everyone is encouraged to be themselves.

• Serving as customers' primary point of contact, ensuring all interactions are handled with care and professionalism.

Poppy & Peonies is a fun, energetic brand built on the belief that style and function should go hand in hand. They are passionate about creating practical pieces that make life a little easier and help lighten the load. The team has grown into new product categories and built exciting collaborations with influencers and brands.

• Own the end-to-end performance of Ro’s onshore Member Experience organization.
• Lead, coach, and develop frontline leadership, setting clear expectations for performance.
• Establish and evolve the operating model for Ro’s internal care organization.

Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Ro is the only company to offer nationwide telehealth, labs, and pharmacy services, employing a vertically integrated platform to provide an end-to-end healthcare experience.

• Managing customer relationships as the point of contact for employer partners and users.
• Leading the customer support function to gather valuable feedback from customers and end users.
• Building operational tests and processes from the ground up, iterating on existing ones.

Addition Wealth aims to redefine financial health by making personalized financial expertise inclusive and accessible. They leverage technology to create impactful experiences and foster financial decision-making, and they've received recognition as a top fintech company and innovator.

• Provide consistently magical customer service across all customer service channels
• Deliver an excellent customer experience through a customer-first mindset to build long-term, loyal client relationships
• Consistently meet and exceed performance goals

Reformation is a sustainable fashion brand committed to bringing eco-friendly clothing to everyone. They are a global brand with over 50 stores and their own sustainable factory, fostering an inclusive culture where employees can grow and thrive.

• Answer inbound customer calls and provide accurate responses.
• Manage customer inquiries via the inbound email queue.
• Support the Pending Lender Approvals process.

Caribou aims to provide financial freedom to its customers, allowing them to concentrate on their priorities. The company utilizes technology to connect customers with community banks and credit unions, facilitating a quick process.

• Actively conduct outreach via phone, text, and email daily
• Successfully complete >100 outbound calls a day
• Maintain 92% or higher customer satisfaction score

Bold is the leading healthy aging platform, offering personalized, evidence-based exercise programs for Medicare members. Innovative Medicare plans rely on Bold to deliver engaging, clinically sound exercise programs that members love to use and that achieve significant health outcomes.